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iShares California Muni Bond ETF
CMF

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in iShares California Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-7
Holders Change %
-2.72%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
18
Increased
111
Reduced
64
Closed
22
Calls
$341K
Puts
$256K
Net Calls
+$85K
Net Calls Change
+$85K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$546M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$321M
3
OGF
Orin Green Financial
California
$19.6M
4
FCG
Financial Connections Group
California
$14M
5
OIA
OneDigital Investment Advisors
Kansas
$10M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$17.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.9M
4
MWAM
Manhattan West Asset Management
California
$18M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
251
Charles Schwab Investment Advisory
California
– -$551M -9,582,583 Closed
Jane Street
252
Jane Street
New York
– -$20.2M -350,698 Closed
LNC
253
Lincoln National Corp
Pennsylvania
– -$3.31M -57,530 Closed
WPC
254
Wedmont Private Capital
Pennsylvania
– -$1.37M -23,978 Closed
PBF
255
Petix & Botte Financial
California
– -$978K -16,993 Closed
ZB
256
Zions Bancorporation
Utah
– -$575K -10,000 Closed
Citadel Advisors
257
Citadel Advisors
Florida
– -$542K -9,418 Closed
FTUS
258
Flow Traders U.S.
New York
– -$482K -8,372 Closed
SCI
259
Silver Coast Investments
United States
– -$239K -4,155 Closed
TSS
260
Two Sigma Securities
New York
– -$219K -3,809 Closed
AC
261
AlphaCore Capital
California
– -$210K -3,658 Closed
OC
262
Oppenheimer & Co
New York
– -$207K -3,595 Closed
SAG
263
SageView Advisory Group
California
– -$263K -3,580 Closed
WF
264
Welch & Forbes
Massachusetts
– -$200K -3,479 Closed
SWM
265
Spire Wealth Management
Virginia
– -$174K -3,026 Closed
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
– -$164K -2,856 Closed
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
– -$118K -2,053 Closed
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
– -$95K -1,659 Closed
First Manhattan
269
First Manhattan
New York
– -$20.8K -361 Closed
BNP Paribas Financial Markets
270
BNP Paribas Financial Markets
France
– -$1.9K -33 Closed
TRCT
271
Tower Research Capital (TRC)
New York
– -$403 -7 Closed
SVCP
272
Silicon Valley Capital Partners
California
– -$265 -5 Closed
7 8 9 10
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